Top 5 2nd Quarter Trades of Insight Wealth Strategies, LLC

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Jul 01, 2022
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Insight Wealth Strategies, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

5000 Executive Parkway San Ramon, CA 94583

As of the latest 13F report, the guru’s equity portfolio contained 142 stocks valued at a total of $538.00Mil. The top holdings were PFF(5.18%), CVX(5.08%), and USMV(4.89%).

According to GuruFocus data, these were Insight Wealth Strategies, LLC’s top five trades of the quarter.

iShares MSCI Intl Quality Factor ETF


Insight Wealth Strategies, LLC reduced their investment in ARCA:IQLT by 741,399 shares. The trade had a 4.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $33.1.

On 07/01/2022, iShares MSCI Intl Quality Factor ETF traded for a price of $30.91 per share and a market cap of $3.81Bil. The stock has returned -17.21% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares MSCI Intl Quality Factor ETF has a price-earnings ratio of 15.07 and a price-book ratio of 2.73.

ISHARES TRUST


Insight Wealth Strategies, LLC reduced their investment in NAS:IUSG by 204,606 shares. The trade had a 3.18% impact on the equity portfolio. During the quarter, the stock traded for an average price of $91.77.

On 07/01/2022, ISHARES TRUST traded for a price of $84.24 per share and a market cap of $10.70Bil. The stock has returned -16.52% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, ISHARES TRUST has a price-earnings ratio of 22.96 and a price-book ratio of 6.51.

iShares TIPS Bond ETF


Insight Wealth Strategies, LLC reduced their investment in ARCA:TIP by 75,203 shares. The trade had a 1.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $117.45.

On 07/01/2022, iShares TIPS Bond ETF traded for a price of $115.17 per share and a market cap of $30.92Bil. The stock has returned -5.29% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

iShares U.S. Preferred Stock


During the quarter, Insight Wealth Strategies, LLC bought 103,738 shares of NAS:PFF for a total holding of 848,459. The trade had a 0.63% impact on the equity portfolio. During the quarter, the stock traded for an average price of $33.74.

On 07/01/2022, iShares U.S. Preferred Stock traded for a price of $33.02 per share and a market cap of $15.27Bil. The stock has returned -12.72% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

SPDR Bloomberg Convertible Securities ETF


During the quarter, Insight Wealth Strategies, LLC bought 51,573 shares of ARCA:CWB for a total holding of 394,864. The trade had a 0.62% impact on the equity portfolio. During the quarter, the stock traded for an average price of $69.39.

On 07/01/2022, SPDR Bloomberg Convertible Securities ETF traded for a price of $64.79 per share and a market cap of $3.75Bil. The stock has returned -24.00% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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